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"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act." - Pablo Picasso.

"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act." - Pablo Picasso.

Couple on vacation in hotel

"Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act." - Pablo Picasso.

Principal Areas of Focus

Creative person working in an art studio

For Entertainment Professionals

  • Loan-out Company Tax Strategies

  • Industry Pension Benefit Analysis

  • Catalogue Valuation Assessment 

  • Irregular Income Management 

  • Financial Privacy

People working late in an office setting

Empowering Business Owners 

  • Integrated Tax Planning 

  • Building an Advisory Team

  • Pre-Succession Planning

  • Business Exit Planning

  • Retirement Savings Plans for Employees

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Family and Financial Planning

  • Special needs planning

  • Comprehensive Retirement Planning

  • Inheritance and Legacy Planning

  • Educational Savings Strategies

  • Life Protection and Long-term care planning

Our Approach

Experience fiduciary excellence and personalized financial solutions at Fidela Wealth. We prioritize your financial goals with unwavering integrity, crafting a holistic plan that safeguards your financial longevity and propels you towards success.

Mountains on an ocean
Mountains

Our Process

Begin your journey towards financial stability and growth with our three-step process. Discover, strategize, and embark on a committed and focused path to wealth management.

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